PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. New Waverly Ventures, Ltd
  • Benefits analytics
  • Plan summaries
  • Health & Benefits plans

Filings through Oct 24, 2026.

New Waverly Ventures, Ltd

EIN 05-0539264-Latest filing 2025
Plans
1
Retirement
0
Health & Benefits
1
$765K premiums
Participants
155
146 FM 2793 - HUNTSVILLE, TX 77340936-295-2870
Plans on this EIN
1 filing
#501Fully insured-$765K - 144 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $765K premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$712K
  • Dental$712K
  • Vision$53K
  • Life$53K
  • Short-term disability$53K
  • Long-term disability$53K
  • +1 more
Total $765K7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Health & Benefits#501

NEW WAVERLY VENTURES, LTD WRAP PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$765K
Covered lives144
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501NEW WAVERLY VENTURES, LTD WRAP PLANFully insuredBLUE CROSS BLUE SHIELD OF TEXAS$765K1442025
  • NEW WAVERLY VENTURES, LTD WRAP PLAN$765K
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF TEXAS · 2025144
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica